Job Title: Technical Assistant
Reports to: Branch Manager/Office Manager
FLSA Status: Non-Exempt
At the direction of the Commercial Lines Underwriter/Broker, the position interacts directly with our customer, the Independent Property and Casualty Retail Agent, in the capacity of a representative of either our contract or brokerage carriers, to manage renewal activity and all mid-term account administration activities as defined. The position also serves a secondary role in the quotation of new business opportunities.
Essential duties and responsibilities include the following:
To perform this job successfully, an individual must be able to demonstrate consistent competency in each essential job duty. They must be able leverage their established expertise in a team oriented manner when called upon to support overall office objectives.
Education and Experience
A four year college degree is preferred with one to three years of related experience. Past experience should include either wholesale broker/MGA or carrier experience.
Certificates, Licenses, Registrations:
C.I.S.R license is preferred by not mandatory.
Knowledge of Windows based software applications and basic typing skills.
Knowledge of basic P&C insurance, forms, endorsements, rating methods, terminology and other related topics is preferred. Ability to calculate figures and amounts such as annual and short-term premiums, additional and return premiums related to endorsement and audit activities, commissions, policy fees, taxes, etc. Ability to apply concepts of basic Accounts Receivable bookkeeping and explain as necessary.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger; handled controls; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand, walk and stoop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.